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Add Invoice Amount Field to 'All Free Text Invoices'

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Hello,

I would like to add a column for the total invoice amount to the 'All free text invoices' area in Dynamics 365 (Accounts Receivable -->Invoices-->All free text invoices).

The total invoice amount doesn't seem to be an option when adding a field to personalise it. I also can't seem to add the correct form in the + Create new field option.

Is there a simple way to do this without additional development?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Liz,

The table doesn't contain a field for the total invoice amount. You can view the totals when you click on the button 'Totals'. The information o the Totals form is calculated at the time of opening the form.

To achieve your requirement, it can only be done by a customization.

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Sheela Ningappa on at

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Hi,

As mentioned by Andre when there is filed called totals to verify the totals of all the lines, you do not find any total field on the personalization form.

Thanks,

Sheela

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Gaurangkumar Jani 4,534 User Group Leader on at

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Hi Liz L,

What exactly you want after adding that column?

Do you just need a list of Invoices with Invoice Id and other fields with Invoice Value?

If Yes and you need an inquiry form, I would suggest use "Invoice Journal"(AR >Inqury & Reports >Invoices > Invoice Journal)

You can customize the view if you need only Free text invoice by filtering "Sales Order" (Exactly="") or Filtering Invoice Number Sequence.

Or if SSRS works for you, I would suggest "Customer Invoice Journal report" (AR >Inqury & Reports >Invoices > Customer Invoice Journal Report).

Let me know if this helps.

Thanks

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